Jacob Yocco, CFP®

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Cardinal Retirement Planning Jacob Yocco, CFP® He/Him
Norfolk, Virginia

Serving Clients Nationwide

Maximize Your Opportunity with Thoughtful Solutions

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Areas of Focus

  • Budgeting
  • Estate Planning
  • Insurance
  • Investment Management
  • Retirement Planning

About Me

Jacob began work in the financial services industry as a senior in college. He graduated from the University of North Carolina at Chapel Hill in 2017 with a major in Economics and a minor in Philosophy, Politics, and Economics (PPE). He attained his Series 65 license the next summer and his CERTIFIED FINANCIAL PLANNER™ certification in 2021.

As a financial planner, Jacob focuses on retirement income planning, risk management, and estate planning. In his spare time, Jacob can be found watching sports (especially soccer), volunteering with his fraternity and alma mater, or spending time with his wife.

Professional Designations

  • Certification in Long-Term Care (CLTC)


  • CFP Board

Primary Location


Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Group Classes

Compensation Methods

  • Commissions
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

We’ll spend up to an hour learning about you, your goals, and your needs. This gives us the background needed to clearly propose areas where we can help and offer immediate advice if we can, and gives us both time to be sure our firm is the right fit. There is no fee for the initial meeting and no obligation to contract our services. Whether you’re just beginning to think about planning for retirement, are exploring investment management, or need an independent review of 401(k) options or insurance benefits, we’re here to help. Click the 'Book Intro Call' button above and fill out the form to connect with us. We look forward to helping you!

Offers Investment Management


About our Firm

Originally chartered in 2013, Cardinal Retirement Planning, Inc. provides comprehensive investment advising and management, financial planning, and tax consulting. Doug “Buddy” Amis took over ownership in 2018.

In 2018, Buddy began to incorporate work from PhDs, including CIO Anessa Custovic, with backgrounds in quantitative modeling & research and financial econometrics instruction. Cardinal Retirement Planning pairs our sophisticated quantitative research with longstanding principles of financial planning to create holistic plans that are robust enough to weather financial uncertainties but also flexible enough to support life’s surprises. Leverage our experience in financial planning, investment management, and tax planning; Cardinal Retirement Planning’s team of professionals can help you make dollars and sense.


University of North Carolina at Chapel Hill, B.A. Economics

Hobbies and Interests

  • Beach
  • Board Games
  • Computer
  • Family
  • Reading
  • Soccer
  • Sports
  • Television
  • Video Games

Who We Serve

  • Baby Boomers
  • Business Owners
  • Caregivers
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Educators
  • Gen X
  • Healthcare Professionals
  • Intergenerational Families
  • Investors
  • LGBTQ Couples
  • Living in Retirement
  • Nonprofit Employees
  • Physicians
  • Special Needs
  • Technology Professionals
  • Veterans
  • Widow
  • Women Professionals

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